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SMITH ANGLIN FINANCIAL, LLC
DALLAS, TX
(972) 267-1244
SEC #801-68157Total AUM
$2B
Employees
16Clients
1,400Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14755 PRESTON ROAD.
SUITE 700
DALLAS
TX 75254
United States
SUITE 700
DALLAS
TX 75254
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(972) 267-1244
Financials
Total AUM
$2B
Accounts
3,824Discretionary
$1.9B
Accounts
3,639Non-Discretionary
$76M
Accounts
185
Clients
Individual Clients
736AUM
$310.1M
HNW Individual Clients
642AUM
$1.7B
Pension/Profit Sharing Plan Clients
11AUM
$8.5M
Charitable Organization Clients
9AUM
$7.1M
Corporation or Business Clients
2AUM
$5.9M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.